Western Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Western Wealth Management, LLC
- $1.27 Billion
- Q1 2024
A detailed history of Western Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Western Wealth Management, LLC holds 48,580 shares of SCHX stock, worth $3.16 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
48,580
Previous 73,014
33.46%
Holding current value
$3.16 Million
Previous $4.12 Million
26.79%
% of portfolio
0.24%
Previous 0.3%
Shares
21 transactions
Others Institutions Holding SCHX
# of Institutions
1,259Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.36 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.28 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.85 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$827 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$685 Million24.51% of portfolio